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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Elmhurst, IL

Every SEC-registered financial advisor at a firm office in Elmhurst who lists the Certified Financial Planner designation, A to Z.

27 CFP professionals work in Elmhurst; the most are at Lasalle St. Investment Advisors, L.L.C. (9). 17 are also registered broker representatives.

CFP advisors in Elmhurst, A to Z

Every advisor in Elmhurst →

Firms with the most CFP professionals in Elmhurst

Lasalle St. Investment Advisors, L.L.C. 9Integrated Wealth Concepts LLC 5Edward Jones 3Wellment Financial 2Fifth Third Securities, Inc. 1Fisher Investments 1J.P. Morgan Securities LLC 1LPL Financial LLC 1Seedsafe Financial LLC 1Strategic Advisers LLC 1Stratos Wealth Partners, Ltd. 1Trustmont Advisory Group, Inc. 1

CFP advisors in other Illinois cities

All of Illinois →

Chicago 740Rockford 203Downers Grove 136Naperville 100Oak Brook 67Oakbrook Terrace 56Schaumburg 52Springfield 50Wheaton 49Deerfield 45Lombard 41Northbrook 38Champaign 37Lisle 30Itasca 28Skokie 26Arlington Heights 25Barrington 25Orland Park 25Palatine 23Evanston 22Peoria 21Libertyville 19Northfield 18

Questions

How many CFP financial advisors are in Elmhurst, IL?

27 SEC-registered investment adviser representatives at firm offices in Elmhurst, Illinois list the CFP designation; Lasalle St. Investment Advisors, L.L.C. employs the most of them (9).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Elmhurst?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.